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M
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is...
Feb 27, 2026
F
Jukan's source for this post is a ZDNet article: https://zdnet.co.kr/view/?no=20260225154303#_enliple
Samsung Electronics' breakthrough...
Feb 27, 2026
M
the key is clear expectations, quick review, quick decisions, no do overs.
If you don;t want a fab or Datacenter in your area fine...
Feb 27, 2026
S
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
Feb 27, 2026
Feb. 27, 2026 16:16
TAIPEI (Taiwan News) – AI pioneer Nvidia Corporation overtook Apple Inc. for the first time in 2025 to become Taiwan...
Feb 27, 2026
B
Key Customer Wins (2025-2026):
Tesla: Secured a major contract to produce next-generation AI6 chips, seen as a crucial deal for...
Feb 27, 2026
C
Yield vs. competitiveness, choose your poison.
Feb 27, 2026
J
Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. (1/10)
The project has...
Feb 27, 2026
S
I seem to be an outlier lately; I don't consider OneAPI an AI software strategy no matter how much I admire it as a technology. Perhaps...
Feb 27, 2026
S
and it sucks cause OpenVino is used to compress models also OneAPI is nice i have used it and i am telling it from my personal...
Feb 27, 2026
Feb. 27, 2026 16:16
TAIPEI (Taiwan News) – AI pioneer Nvidia Corporation overtook Apple Inc. for the first time in 2025 to become Taiwan...
Feb 27, 2026
B
Yield vs. competitiveness, choose your poison.
Feb 27, 2026
B
As of early 2025, the strategies regarding Extreme Ultraviolet (EUV) lithography for DRAM production have diverged significantly among...
Feb 27, 2026
S
if Intel cuts any further they won't survive imo
Feb 27, 2026
It’s not exactly a simple “pay your customer who pays you” situation. In the Meta-AMD deal, AMD will generate real revenue from Meta’s...
Feb 27, 2026
Like.
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
hist78 reacted to user nl's post in the thread Nvidia overtakes Apple to become TSMC’s largest client with
user nl posted the thread Nvidia overtakes Apple to become TSMC’s largest client in SemiWiki Main Forum ( Ask the Experts! ).Feb. 27, 2026 16:16 TAIPEI (Taiwan News) – AI pioneer Nvidia Corporation overtook Apple Inc. for the first time in 2025 to become Taiwan...